Columbia Asset Management, L.L.C.
Firm details
- Headquarters
- Ann Arbor, Michigan
- CRD number
- 124174
- Registered since
- June 12, 2003
- Website
- columbiaasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.56%
- Charitable Organizations14.97%
- Individuals5.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Columbia Asset Management, L.L.C. is an independent registered investment adviser organized as an LLC and SEC-registered since 2003. The firm serves both individual and family clients as well as institutional clients, and it emphasizes financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-assets, hourly, and fixed-fee engagements. Columbia Asset Management is not structured as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds25%
- State & Local Bonds11%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2Jessica Hoard
Chief Compliance OfficerCRD 7923991
Linda Meadows
Principal And Chief Compliance OfficerCRD 5037884
Contacts
3 of 4
Kory Salagean
Junior Financial AnalystCRD 7270975
Chris Luong
Financial ParaplannerCRD 7840269
Christen Sando
Financial AnalystCRD 6953340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$43.7M in ETFs
88%
$38.4M
2%
$5.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $10.3M | 13,834 | 23.65% |
Location
Ann Arbor, MI
Washtenaw
Location
Ann Arbor, MI
Headquartered in Ann Arbor, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Washtenaw
- Address
- 924 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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